News, Comment & Analysis results for Archive

Asset Management
23 July 2026

What’s New In Investments, Funds? – Fasanara Capital, Fina, William Blair

The latest news in investment offerings, financial products and other services relevant to wealth...

Strategy
23 July 2026

Private Markets Firm Goes Sailboat Racing

The private markets investment firm has become Emirates GBR's official private markets partner,...

Awards
23 July 2026

Nominations Open For 15th WealthBriefing European Awards 2027  

This news service announces the launch of one of its major awards programmes. ...

Alt Investments
23 July 2026

How Exchange Traded Notes Crack The Distribution Code – PM Alpha

There is a weak link in the wealth management chain when it comes to giving investors access into...

Financial Results
22 July 2026

EFG International Profit Rises 5 Per Cent; Assets Over SFr200 Billion

The Swiss group reported half-year figures and the completion of an acquisition that took its AuM...

People Moves
22 July 2026

Multrees Names New Deputy CEO

The new deputy CEO brings an exceptional blend of commercial insight, sector knowledge and...

People Moves
22 July 2026

Who’s Moving Where In Wealth Management? – State Street, Keyridge AM

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Client Affairs
22 July 2026

A New UK Chancellor, And Cost Of Living In Focus – Wealth Sector Reactions

Financial markets proved relatively resilient on the arrival of a new UK Prime Minister in this...

Offshore
22 July 2026

Peace, Passport Strength Go Together – Survey

The 20th edition of the index shows that average visa-free access has nearly doubled since 2006,...

Financial Results
22 July 2026

ANALYSIS: Julius Baer Strong Results Take Time To Cheer Investors

We take a look at the results announcement of Switzerland's second-largest bank and with a...

Comment & Analysis results for Archive

Alt Investments
12 June 2024

Riding The Infrastructure Train Is Positive Journey For UK Advisor

We talk to the manager of a listed infrastructure fund about the asset class, its potential and a...

Alt Investments
4 June 2024

An Expert Sparring Partner For Wealthy Investors In Alternatives

A Germany-headquartered multi-family office, which won a capital market licence earlier this year,...

M and A
29 May 2024

Swiss Bank Consolidation Chatter Shows How Scale Dominates Thinking

Regardless of the truth of specific rumours and media stories, the idea that more Swiss banks might...

Technology
14 May 2024

Exclusive: FIS Focuses On AI’s Wealth Management Role

Russell Andrews, head of wealth and asset management EMEA, capital markets at Florida-headquartered...

ESG
9 May 2024

EXCLUSIVE: Spotlight On Regenerative Agriculture, Forestry – SLM Partners

Paul McMahon, a co-founder and managing partner of asset manager SLM Partners, discusses why there...

Offshore
17 April 2024

How Citizenship/Residency-By Investment Programmes Evolved - And What's Next

A marker for globalisation and the degree of unfettered movement that people enjoy, the market for...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Strategy
19 February 2024

IQ-EQ Says US Wealth, Family Offices Sector Holds Big Opportunities

We talk to the group about its views on the potential, and the needs, of sectors such as US family...

Strategy
16 February 2024

Singapore's Seviora Capital Intensifies Focus On Asian Food, Agriculture

Asia, which is home to 60 per cent of the world’s population, will need to produce more using...

Wealth Strategies
15 February 2024

Money Market Funds Get Chance To Shine

A variety of forces have encouraged large inflows into money market funds, for example in the US....